About
Us

Karli Mann is the Director of KLM Strategic Solutions Pty Ltd. With over 14 years of diversified experience in the Financial Services industry, Karli started KLM Strategic Solutions because she saw an ever growing need to assist Financial Planners with affordable, effective and timely advice, coupled with efficient, accurate and reliable administrative solutions. As a Paraplanner, Associate Financial Adviser, Client Services Manager and Business Development Manager for 14 years, Karli understands the issues and challenges advisers face in their day-to-day practices. These roles have enabled Karli to keep up to date and have a full understanding of the dynamics of financial services markets and the future issues facing financial planning practices, including the Future of Financial Advice reforms.

Education:

  • Diploma of Financial Planning – KAPLAN
  • Advanced Diploma of Financial Planning
  • Diploma of Paraplanning – International Institute of Technology (current)